I would have thought there were some other fans out there. Maybe some of the possible conference adjustments will prompt an update.

Well, I found some tips here: https://usergroup.netsuite.com/users/showthread.php?t=23554&highlight=add+items+categories Deleted the items from the category and saved. Re-added the items to the category and saved. WEAKSAUCE. Seriously, this is unacceptable. Granted the items were not set up properly in the first place, but…

Thanks for posting these examples. I am trying to get a better grasp on what we can integrate with NetSuite and these are helpful. I'd really like to get the store portion connected because that would be a big improvement for tracking purposes.

Thanks for the tip. I hadn't come across that but am looking up the info in the Platform Guide. Interesting. I'll go in that direction and see about writing code to parse the responses and get what I need. Definitely not as convenient as I had hoped but as least I have a direction now.

If this approach works it would be great for address cleanup. It seems like a maintenance script that should already be available but isn't. Good suggestion from Daniel.

I imagine this is due to the way your rules are set up. As far as I understand it the system will always use the sales rules. You can create a rule based around the lead source or web lead flag to maybe that could be placed in higher priority in your territory list to keep it unassigned. Territories do have an option to…

Thanks for the response. Your example illustrates the problem I am having. You have to assume that the search results are of the KitItem type. Based on my item list and the search criteria I'm using I would expect the results to contain both NonInventorySaleItem and NonInventoryResaleItem types (and possibly others).…

I am developing in C#. I'll keep poking around and see if I can do something similar though I am starting to think I am out of luck. If there are no base types then there would be no way of treating a result as a general item instead of a specific item.

I'm dealing with a very similar situation. So am I understanding correctly that there is not even a way to get a list using a custom field search? It sounds like QMKevin was asking the same question when he asked about array based queries for custom fields. So far I can't find anything like the getList operation for custom…

Thanks for the ideas Wiktor. Unfortunately I am not seeing the methods you are referring to in your sample code. If there was some means of accessing the properties using reflection or through a base class that would be great (which is what it looks like you are doing). Perhaps it will be more clear if I show what I have…

First off, allowing free-form entry for states generally is a bad idea. If you ever want to have anything dependant on that field free-form will ruin that and frustrate reporting. Our old system did not have the option for a state or country dropdown and reports showed that we had customers in 147 US states! As far as I…

Great feedback. That call would give all states for all countries, right? I might have to try it and see what the return is. As long as there is a way to filter by country so that the list is meaningful and not just all inclusive that would work great.

Nice to see a target date. We also have an open case on this defect and are looking forward to seeing it fixed. 2018.2 has been a rough upgrade for some reason.

Yeah you're basically out of luck unless you already know when the search was deleted. Otherwise the suggestion above gives you the chance to infer who deleted what but not enough to know for sure. Maybe you'll get lucky and no other searches have been deleted recently.

To get much meaningful information from TRANSACTIONS you have to join to TRANSACTION_LINES. That should give you the basics. Depending on what information you want to display you can join to other tables. CUSTOMERS and ACCOUNTS are ones that we frequently reference. Here is something that would get you started for AR data:…

I like the idea of a custom center tab and categories and will look into that. Hopefully this is something that could get enough support for an enhancement. We end up helping people customize dashboards and shortcuts because they can't find things in the lists. That is one by one and we don't have the time to do that with…

For some things we have added a custom field to the employee record to store a goal. It sounds like you tried that. I thought we were able to then use those values in saved searches for comparison. That was for sales quota reporting not activities though. There was an earlier attempt to track activities and assign a point…

Add the criteria like Wally suggests. Without that criteria you get a result for each line item. That is why the number of lines varies depending on the transaction.

Exactly. If you set a criteria for the same field you use as a displayed filter then the default value will be the specified criteria value.

I haven't used the option yet for sending single record results but it seems like you have set everything up correctly. If it is still using the summarized results options then changing the option and sending as an attachment (rather than within the message) would verify that NetSuite is not processing things correctly.…

I played around with your suggestions and am getting better feedback from our finance guy already. It looks like I was taking the wrong approach. Thanks for the explanation and suggestions.

My attempts to do something similar exposed this limitation as well. NetSuite does not currently allow for using a formula field in another formula field. There is an enhancement out there that you can vote on. If I can find the number I'll add that in a couple minutes. This is one of the reasons that I keep having to…

Like I said in my first post, I realize that snapshots could be used to limit the visible rows and kind of show the idea. If an individual sales rep were viewing the snapshot they would see their top x sales (or whatever) but if a manager were viewing the snapshot it would only show the top x for the team, not the top x…

Your approach will depend on how you are using quotes. I'm guessing that it is not as simple as searching for quotes with some status that indicates closed/lost. Are you looking for a way to display the differences between a quote and the related sales order? Or maybe between quotes and sales orders linked to the same…

Enhancement #121202, in case others are interested. Get the votes in!

Thanks for the reply. Its nice to at least know I wasn't missing a step or something. I wouldn't call what I'm trying to do even moderatly complex so its disappointing that this is a limitation. The problem with having to export the report for additional processing in Excel is that I need to schedule the report to be…

I did just find an enhancement request for this type of report. Go check out #133627. Of course its hard to be optimistic about getting these types of things added when the enhancement has been open for years :(

Ideally the report would be able to display the stages the opportunity was passed to and the date. That way we can see how long the opportunity was at each stage as well as what advancements a sales person made in a given time range.

It is suprising that there is not a report already that shows opportunity advancement over time. I'll try playing around with a saved search and see if I can get the detail I need. Thanks.

I can give a big amen to the frustration of your reporting problem. Currently I am trying to figure out the same thing. The executives want to see how many leads are created, leads converted to prospects, prospects converted to customers, leads/prospects/customers lost or eliminated, etc on a month by month basis. After…